This new initiative is interesting for a host of reasons. Let's go back to something that I've said three months ago when we last discussed Adtran's competitive position. On April 9, I ended the article with the following: "I've always liked Adtran. But I would be more excited if the company were to be a bit more aggressive. With carrier spending expected to rebound, the companies that will prevail are the ones that are best positioned to deliver the right mix of equipment, communication services and at the right price. It's hard to not bet on Adtran." Essentially, management's new ProServices details precisely the direction I felt Adtran needed take. The company deserves credit for having built up its capabilities at a time when it already seems that Adtran was gaining market share from rivals such as Alcatel-Lucent ( ALU). The company is showing no complacency, and is yet looking for ways to differentiate itself. ORCL), which recently entered the telecom space -- picking off Acme Packet ( APKT) for $2.1 billion. Both Cisco and Oracle have been actively pursuing growth and profits with recent deals. With Adtran's gross margin and operating margin improvements, the company will eventually be on someone's radar -- if it's not already. In the meantime, with ProServices now coming into the mix I believe these shares still have 15% upside potential on the basis of improved carrier spending and margin expansion. At the time of publication, the author held no position in any of the stocks mentioned. Follow @saintssense This article was written by an independent contributor, separate from TheStreet's regular news coverage.